Wintrust Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23K | Buy |
+115
| New | +$23K | 0.02% | 369 |
|
|
2021
Q3 | – | Sell |
-1,791
| Closed | -$311K | – | 365 |
|
|
2021
Q2 | $311K | Sell |
1,791
-21,990
| -92% | -$3.82M | 0.03% | 331 |
|
|
2021
Q1 | $3.83M | Buy |
+23,781
| New | +$3.83M | 0.4% | 47 |
|
|
2019
Q3 | – | Sell |
-2,045
| Closed | -$243K | – | 373 |
|
|
2019
Q2 | $243K | Sell |
2,045
-63
| -3% | -$7.49K | 0.04% | 322 |
|
|
2019
Q1 | $236K | Sell |
2,108
-24
| -1% | -$2.69K | 0.04% | 308 |
|
|
2018
Q4 | $214K | Buy |
+2,132
| New | +$214K | 0.04% | 303 |
|